Michael C. Brady, CFP^®

MBA,

President

Michael Brady & Co., LLC

28871 Center Ridge Road #102
Westlake, OH 44145

FINANCIAL ADVISOR'S WEBSITE

www.MichaelBradyCo.com

(440) 235-2100 CONNECT WITH Michael

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are Fee Only advisors. For our services, we are compensated by a fee that you pay us directly. We do not sell any investment or insurance products and we do not receive any commissions or payments from anyone other than you.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Michael Brady is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Michael Brady & Co., LLC in Westlake, OH and the surrounding communities.

Financial Advisor Overview

For over 30 years we have served as builders, keepers and stewards of multi-generational wealth for substantial families and the businesses, trusts and endowments they have created. We advise, consolidate and simplify your financial life providing you with peace of mind and confidence in your financial future. We provide fee-only financial planning services along with fee-only investment supervisory services. We work best with families that are looking for an advisor to direct the investment of their assets and are willing to move investment accounts to our preferred custodian: Fidelity Investments. Your family's personal financial needs, goals and objectives are unique and our advice is tailored to meet your family's unique circumstances. We will educate you so that you always understand the advice you are given. You and your family will understand your unique financial situation and the future consequences of the decisions you make. Staying informed as you work towards your family’s goals and objectives increase your chances of achieving them. To track your goals, we will measure your progress compared to your unique goals and objectives, not against a market index. You can sleep at night knowing that you are working in partnership with a team of professionals who understand your unique needs and situation and are dedicated to helping you achieve your personal objectives. When you leave the planning to us, you and your family can enjoy an enhanced sense of security and a more fulfilling, purpose-filled life. As your advisor, we want to get to know you and continually keep in touch. We tackle the day-to-day financial decisions so that you are free to do the things that matter most to you. We take a long-term management style towards your assets by keeping costs low while still having your assets invested in a sophisticated, state-of-the-art, pension-quality program. Our Approach to Disciplined Asset Management™ (ADAM®) instills confidence in us and how we manage your money. If you want to make sure that the advice you receive is free from bias, that your advisors are not compensated from product commissions, loads or sales charges, and that your advisors are not affiliated with the products they recommend - then Michael Brady & Co. is a good fit for you.

Financial Advisor Experience

MIKE BRADY has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 25 years. Over that time, Mr. Brady has advised, consolidated and simplified his clients’ financial lives thereby providing them with peace of mind and confidence in their financial future. He has worked with multiple generations of families to insure their lasting legacy long into the future. Mike is a finance graduate of The Ohio State University’s Fisher College of Business and holds an MBA in finance from Cleveland State University’s James J. Nance College of Business. He completed executive education coursework at The University of Pennsylvania’s Wharton School. As a Certified Financial Planner™ practitioner, he works in a fiduciary capacity with his clients and practices and promotes Fee-Only financial planning and investment advisory services. Mike has lectured widely on financial topics at the college level. He is a trusted financial advisor and coach to business owners, professional athletes, attorneys, accountants, and physicians. He has counseled and advised executives and pre-retirees of BP Oil, Northrop-Grumman, AT&T, NASA, Praxair, Arcelor Mittal Steel, Walgreen Co., the U.S. Government, The Cleveland Clinic, The National Basketball Players Association, and the National Football League Players Association. Mike is a Life Member of the National Eagle Scout Association and is the recipient of the Silver Beaver Award: the highest volunteer award bestowed by the National Council of the Boy Scouts of America. He is a former President of the Olmsted Falls City Schools Board of Education and has served in leadership positions for various charities and as a board member for several significant endowments and foundations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances